STOCKS IN FOCUS TODAY | OCTOBER 28 - 2026

The market will be tracking fresh quarterly results, IPO listing action and company-specific developments today. Here are the stocks in focus and the key reasons behind them. POSITIVE CATALYSTS 1. Jio Platforms Jio Platforms is in focus as it prepares for its much-awaited debut following its ₹30,200 crore IPO. Grey market indications ahead of listing point to a premium of around 22% over the issue price. The listing price and trading volumes will be closely watched to gauge investor demand. 2. Bajaj Auto Bajaj Auto reported a 62% YoY jump in consolidated net profit to ₹3,436.1 crore in Q2, beating market expectations. Strong domestic demand for premium motorcycles and improving export realisations supported the performance. Investors will track whether this momentum continues in the coming quarters. 3. Tata Consumer Products Tata Consumer Products posted a 17.6% YoY increase in quarterly net profit to ₹467 crore. EBITDA margin improved to 13.84%, supported by a better product mix and pricing. The focus will remain on profitability, demand trends and margin sustainability. EARNINGS PRESSURE 4. Maruti Suzuki India Maruti Suzuki is in focus after its Q2 results showed pressure on margins. Higher retail discounts and weaker demand in urban entry-level passenger vehicle segments affected earnings performance. Investors will watch demand recovery, discount levels and profitability in the next quarter. 5. REC Limited REC reported a 21.2% YoY decline in net profit to ₹3,477.73 crore. Higher borrowing costs affected lending spreads and weighed on earnings. The movement in funding costs, loan growth and net interest margins will be important factors to track. 6. DCM Shriram DCM Shriram reported a 34.1% YoY fall in net profit to ₹104.60 crore, even as revenue grew 18.3%. Operating margin declined from 11.94% to 7.7%, with higher raw material costs putting pressure on profitability. The key focus is on input costs and the pace of margin recovery.